System requirements and prerequisites

Install the dual-write core solution.

Use https://make.powerapps.com/

  1. Make sure that the correct Environment is selected.
  2. After clicking the Open AppSource button, type in dual in the search field and press Get it now button for the Dual-write core solution.

Make sure to select the correct environment.

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The portal will show that the solution is installing or Installation is scheduled.

Machine generated alternative text: Welcome netter way to manage Dynamics 365 apps click here, UPDATES SERVICE BACKUP & RESTORE INSTANCES Manage your solutions @ Manage your solutions APPLICATIONS Select a preferred solution to manage on selected instance a365-integration-test S.OIUTON Al for E 1016 Azure 08 1001 Chan.•A Intewation Frame.. .92.1.639 Service Sta Company News 901716 Connected field Service to... 1.7."07 Help 100'0 co' Scheduling Core Sen'ice Scheduling , m Hub CRM Speech TO 1002 Customer Sen•ice nub Customer Tern M, _ UNTI 1/1/2050 1/1/2050 1/1,Qoso ' /I,QOSO 1 n,'20SO 1/1/2050 1 /V20SO 1/1/20SO '/l,raoso 1/112030 STATUS Not Not installed Installed Not Not Not imsta"ed Installed [rutalled Not imstaaed Not Installed Not Anchor solution for O installatxjn statts_ This may a mirwtev Anchor solution for Dual Write Core

View the Solution list in Power Apps (refresh if needed) to see the progress of the installation. When the installation has finished, you'll see the Dual Write Core solution in the solution list.

Use the search field and search for Dual to find the solution if needed. When the Dual Write Core solution is found, the process is done.

Grant Common Data Service access so that it can connect to a Finance and Operations app.

The Azure Active Directory applications is accessed via the System Administration - Setup - Azure Active Directory applications (see screenshot below).

Machine generated alternative text: Procurement and sourcing Product information management Production control Project management and accounting Questionnaire Rental management Retail and Commerce Sales and marketing Service management System administration Time and attendance Transportation Deploy Power 31 files Configure performance tool System parameters Client performance options Personalization Office app parameters Mobile parameters Configure cross-company data sharing Azure Active Directory applications Key Vault parameters 828 Irvitation Configuration Custom fields Alert rules Refresh elements Integration configuration Business events

Set the User ID to the user in F&O that you want to handle the Integration (in this case we selected Admin)

Machine generated alternative text: Finanæ Operations R Save 4" New Delete Options Y Azure Active Directory applications p Search for a page By al'owing sn externs application to access data you are affirming that'jou understand thit the data handling ind comp'iznce stzndards of 'jou are enzblir,g to learn more. Your privzcy is impo&nt to us. For more information, see privacy statement. Privacy Statement Filter V Client Id 6f7d0213-62b1-43a8-b7f4-ff2bb8b7S4S2 2e4gaa60-1bd3-43b6-8ab6-03ada3d9f08b Name Dual Write DIAppl User ID Admin Admin

Grant a Finance and Operations app access so that it can connect to Common Data Service.

User name will be the name that will be the owner of the records created in CE.

Prior to this step, a team should be created specificly for the integration. A new security role should also be created that has Read privilege with a User scope for each entity integrated through dual-write.

In test cases, the default team could be used and that team granted Admin rights. During implementation specific teams and privileges should be created.

Install the Dual-write application orchestration solution maps solution.

Machine generated alternative text: Microsoft Dynamics 365 Welcome UPDATES SERVICE HEALTH BACKUP & RESTORE APPLICATIONS Manage your solutions @ Manage your solutions Select a preferred solution to manage on selected instance: a365-instaIIationtest SOLUTION NAME Al Builder for SharePoint Form Processing Anchor solution for Dual Write Core Azure Cosmos DB for DocumentDB API Data Provider Channel Integration Framework Common Data Service Base Portal (Preview) Common Data Service Starter Portal Connected Field Service for Microsoft Cynamics 365 VERSION AVAIL... STATUS 2020.7.16.3 1/1/2... Not installed 11.19 1/1/2... Installation pendi... I.o.o.l 1/1/2... Not installed 9.2.1.701 1/1/2.. . Installed 9.2.2006.10 1/1/2... Not installed 9.2.2006.10 1/1/2... Not installed 18.04 1/1/2.. . Installed 1.0.0.10 1/1/2.. . Installed 9.0.20072.... 1/1/2.. . Installed . 9.0.20072.... 1/1/2... Not installed 9.0.20D4.1... 1/1/2... Not installed I.o.o.2 1/1/2... Not installed 9.0.20051.. 1/1/2.. . Installed 9.0.20072.... 1/1/2... Not installed I.o.o.o 1/1/2... Not installed Anchor solution for O Please wait while installation starts. This may take a few minutes. Anchor solution for Dual Write Core Created by. Microsoft Learn more Contextual Help Base Core Service Scheduling Core Service Scheduling - Crm Hub CRM Speech To Text Legacy Data Migration Anch.. Customer Service Hub Anchor Customer Service Team Member Anchor Data Export Service for Dynamics 365

Check the status of the installation via make.powerapps.com. Select solutions and make sure that the correct environment is selected.

Machine generated alternative text: + New solution Solutions Display name Import Open AppSource Publish all customizations Name DualWriteCoreAnchor msdyn_DuaIWriteCore Switch to classic Created 6/30/2020 6/30/2020 See history Version 10.16 10.16 Environment a365-integration-test Managed externally? Anchor solution for Duel Write Core Duel Write Core dual Solution check Checked by publ... Checked by Micr...

This process can take from 30 minutes and up to an hour.

Search for Dual in the Search window and when the Dynamics 365 Finance and Operations Dual Write Entity Maps is in the list, the installation is done.